Recovering From Loss
Unfortunately, life can take unanticipated turns that can shake us to the very core. When a loved one passes away, it can be difficult to make sense of the world. All too often a surviving spouse is uncertain of how to move forward, especially with the weight of newfound financial responsibility.
At Thimbleberry Financial, we have experience helping clients through this difficult period. We are here to be a rock as clients navigate this storm, and we help develop a clear direction for moving forward.
While our clients work through their loss, we’ll also be helping to:
- Retitle accounts
- Collect life insurance proceeds
- Refer lawyers to help you with the estate settlement process
- Update benefit providers such as Social Security and pensions
- Determine a safe level of spending